Integrating OneNote To-Do List with Outlook Tasks

Learn how to create tasks within OneNote and integrate them with Outlook for easy tracking.

The integration of Outlook’s OneNote with Outlook gives you many great collaboration features, one of which is the ability to view and track your OneNote to-do list tasks within Outlook.  This gives you the best of both worlds.  You can set up individual to-do lists for all your projects within OneNote.  Then, you can use the reminder and task progress features to stay on top of the tasks within Outlook.  Below are the step-by-step instructions for integrating OneNote to-do list with Outlook tasks.

Creating OneNote To-Do List
  1. Navigate to the OneNote page where you will be creating your to-do list.VLBTechEd OneNote Outlook To-Do List Image 1
  2. Make sure your cursor is within the body of the page.
  3. Click the Home Tab.
  4. Click To-Do Tag from the Tag group. VLBTechEd OneNote Outlook To-Do List Image 2
  5. Type your task and press Enter.VLBTechEd OneNote Outlook To-Do List Image 3
  6. Continue typing your tasks.  Use the tab key to indent notes for additional organization. VLBTechEd OneNote Outlook To-Do List Image 4
Create Outlook Tasks from OneNote Items
  1. Highlight the words from the OneNote To-Do List item to be your task.
  2. From the menu that appears, click the down arrow next to the Outlook Tasks button.
  3. Choose the appropriate reminder for your tasks. VLBTechEd OneNote Outlook To-Do List Image 5
  4. The task is flagged in OneNote. VLBTechEd OneNote Outlook To-Do List Image 7
  5. The task has been added to your To-Do List in Outlook. NOTE:  If you will be adding various to-do lists with similar tasks, make sure you include enough details in your task items to differentiate them within Outlook.
    • From Outlook, select the Tasks App.
    • Scroll through your tasks to the added item. VLBTechEd OneNote Outlook To-Do List Image 6
Marking Tasks as Complete
  • From OneNote, click on the flag Next to the task that has been completed. VLBTechEd OneNote Outlook To-Do List Image 8
  • The task is also marked complete in Outlook. VLBTechEd OneNote Outlook To-Do List Image 9

To learn more about Office applications, please check out my courses at vlbteched.teachable.com.

Leave a Reply

Your email address will not be published. Required fields are marked *